$183.7M Total AUM
$170.7M Disc. AUM
-- 3Y CAGR
3 Employees
155 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Momentum beaconAlpha zenith
- Established Date
- 01-12-2023
- Office Locations
- 1
Office Locations
2833 Crockett St. Ste.102 Fort Worth TX
About Brazos Wealth Advisors LLC
Brazos Wealth Advisors is a Fort Worth, TX RIA serving business owners and entrepreneurs with integrated financial and investment planning, tax and estate planning support, retirement plan guidance, and insurance/annuity planning alongside portfolio construction. Portfolios emphasize diversified asset allocation with heavy ETF use plus mutual funds and fixed income, primarily custodied at Charles Schwab.
Team overview
50 AVG AGE
$91.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Summit Momentum Horizon
Client Personas
Bridge prime Frontier focus
Custodian
Catalyst vector Unison wave
Investment Themes
Unison eagle Prime
Investment Vehicles
Crest
Platform
Vector
Services
Alpha wave Beacon momentum North harbor Ridge Legacy Insight Foundation vital Momentum glacier Optima
Technology
Insight delta Oak
Owner & Executives
D
DEREK WILLIAM DANSBY
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #5265329
- Ownership
- 50% but less than 75%
(540) 430-4445
atlas.glacier@pioneercapital.com
in linkedin.com/in/atlas-wave
R
ROBERT WESLEY SHANNON
Owner
- CRD
- #1673397
- Ownership
- 50% but less than 75%
(826) 597-7340
delta.foundation@deltacapital.com
in linkedin.com/in/vertex-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $170,727,139 | $410,402 |
| Non-Discretionary | $12,970,218 | $1,441,135 |
| Total | $183,697,357 | $432,229 |
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Separately Managed Accounts
Total SMA Asset: $183,697,357
Public Funds:
4.7% Equity - Exchange:
19.9% U.S. Government/Agency:
26.3% Cash:
5.6% Corporate - Investment Grade:
19.5% Municipal Bonds:
5.4% Private Funds:
18.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $399,975,289 | 4.7% |
| Equity - Exchange | $1,693,512,392 | 19.9% |
| U.S. Government/Agency | $2,238,159,593 | 26.3% |
| Cash | $476,566,301 | 5.6% |
| Corporate - Investment Grade | $1,659,471,942 | 19.5% |
| Municipal Bonds | $459,546,076 | 5.4% |
| Private Funds | $1,582,880,929 | 18.6% |
| Total | $8,510,112,522 | 100.0% |